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The RSNs, Skipper's replacement, and how ESPN plans to pivot
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AllTideUp Offline
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The RSNs, Skipper's replacement, and how ESPN plans to pivot
A lot of good nuggets in this conversation, I thought.

Awful Announcing reports on Kevin Mayer interview

Quote:At that point, Kafka says “One of the narratives of the last couple years has been about ESPN, the problems ESPN has, and the problems that has caused for Disney. There’s been all this discussion about spending all this money on sports rights while viewership and subscriptions are declining. You guys are making a really big bet in part on regional sports networks, basically taking on many more expensive sports rights. Can you explain the logic there?”

Mayer responds “We think that sports is a great business. Yes, there are some elements, you pointed out we have fixed sports rights against variable revenue, but rates are pretty solid and increasing. There are, there has been a slow decline in subscribers. That’s been mitigated a little bit as of late, I don’t want to take too much good news from that, but it has seemed to mitigate the loss of subscribers. And there’s no stronger emotional bond than sports, between the local audience and the local sports team, and I think that survives. And if we do make this broader transition to a direct-to-consumer model, that is a fantastic local way into consumers’ houses and into a relationship with consumers, through their local team.”

Kafka then asks about people who don’t want local sports included in cable packages and how that will work in a direct-to-consumer model, and Mayer says he believes there will be lots of people who do want that.

“We think the fandom there is pretty rabid in terms of local teams and local sports,” he says. “Where there’s rabid fandom and where there’s a high affinity, there’s money to be made. We think fundamentally that will be very good business.”



Quote:The other real comment of significance to sports fans here comes when Kafka asks about the timeline of announcing John Skipper’s replacement as ESPN president. Mayer says that’s a question for Iger, but he expects the decision to be made relatively soon.

“That’s a question for Bob, I know he’s working on it and I don’t think it will be too far in the future. We have put George Bodenheimer, who was very nice to come back out of his retirement, in for several months, so I think it will be in that timeframe.”

Kafka then asks “Do you want that job?” and Mayer says “Running ESPN is great, but I’m going to do what Bob asks me to do, happily, and that’s the job I’ll have.”

So that’s certainly not ruling out the idea, and many (including plugged-in ESPN reporter Jim Miller) have suggested that Skipper’s replacement could come from the Disney side and that Mayer might be a logical candidate. We’ll see if that happens. But this overall conversation is definitely notable for what it says about Disney’s streaming strategy and how ESPN factors into that, both now and in potentially a much bigger way in the future.
02-20-2018 10:27 PM
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RE: The RSNs, Skipper's replacement, and how ESPN plans to pivot
(02-20-2018 10:27 PM)AllTideUp Wrote:  A lot of good nuggets in this conversation, I thought.

Awful Announcing reports on Kevin Mayer interview

Quote:At that point, Kafka says “One of the narratives of the last couple years has been about ESPN, the problems ESPN has, and the problems that has caused for Disney. There’s been all this discussion about spending all this money on sports rights while viewership and subscriptions are declining. You guys are making a really big bet in part on regional sports networks, basically taking on many more expensive sports rights. Can you explain the logic there?”

Mayer responds “We think that sports is a great business. Yes, there are some elements, you pointed out we have fixed sports rights against variable revenue, but rates are pretty solid and increasing. There are, there has been a slow decline in subscribers. That’s been mitigated a little bit as of late, I don’t want to take too much good news from that, but it has seemed to mitigate the loss of subscribers. And there’s no stronger emotional bond than sports, between the local audience and the local sports team, and I think that survives. And if we do make this broader transition to a direct-to-consumer model, that is a fantastic local way into consumers’ houses and into a relationship with consumers, through their local team.”

Kafka then asks about people who don’t want local sports included in cable packages and how that will work in a direct-to-consumer model, and Mayer says he believes there will be lots of people who do want that.

“We think the fandom there is pretty rabid in terms of local teams and local sports,” he says. “Where there’s rabid fandom and where there’s a high affinity, there’s money to be made. We think fundamentally that will be very good business.”



Quote:The other real comment of significance to sports fans here comes when Kafka asks about the timeline of announcing John Skipper’s replacement as ESPN president. Mayer says that’s a question for Iger, but he expects the decision to be made relatively soon.

“That’s a question for Bob, I know he’s working on it and I don’t think it will be too far in the future. We have put George Bodenheimer, who was very nice to come back out of his retirement, in for several months, so I think it will be in that timeframe.”

Kafka then asks “Do you want that job?” and Mayer says “Running ESPN is great, but I’m going to do what Bob asks me to do, happily, and that’s the job I’ll have.”

So that’s certainly not ruling out the idea, and many (including plugged-in ESPN reporter Jim Miller) have suggested that Skipper’s replacement could come from the Disney side and that Mayer might be a logical candidate. We’ll see if that happens. But this overall conversation is definitely notable for what it says about Disney’s streaming strategy and how ESPN factors into that, both now and in potentially a much bigger way in the future.

They have a huge investment in the SECN. They are making another investment in the ACCN. The LHN is losing money. They have a lot of RSN space to fill. Buying more rights has to be in the plan. I think they go after a slightly better % of the B1G T1 and T2 as well. The BTN won't be available for awhile.

They don't need a lot of West Coast games. The 1/2 lease they have now should be ample.

I just can't see them bypassing Oklahoma and Texas for the their two biggest investments. Texas will probably get to choose between the SEC and ACC. If Texas Tech heads our way with the two Oklahoma's I can see Texas headed to the ACC with Baylor and T.C.U. in tow. Toss in Kansas State for a crossover and put Kansas in the SEC to pair up with Missouri and let N.D. go all in with the ACC and they stand at 20. Then we get there with Iowa State and West Virginia.

We won't have to worry about valuations if ESPN makes it worth our while.

The next realignment will even be more about taking who we are paid to take I think.

And if it looks like the Amazons of the world will get involved then I think ESPN moves early.
(This post was last modified: 02-20-2018 11:02 PM by JRsec.)
02-20-2018 10:37 PM
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AllTideUp Offline
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RE: The RSNs, Skipper's replacement, and how ESPN plans to pivot
If they want local products then they'll essentially need a slice of every major league and a healthy portion of pro sports rights wouldn't hurt.

His comments on the smaller leagues also having a place is interesting as well. That tends to make me think they want to have as much at their disposal as possible which means the G5 and FCS leagues could all coalesce to form a backbone of the new streaming entity. That essentially plays right into having a wide selection of RSNs because you can fill those while reserving a large number of games for ESPN Plus which sounds like it will essentially function as a one stop shop for 'out of market packages.'

For the major leagues, however, they won't want to remove content from the conference networks and ESPN won't want to remove what's available for the other linear networks. In time, it will all be in one location anyway, but for now they need to protect their linear investments.

I think ESPN Plus will essentially be a way to monetize what's currently on ESPN3 that you can't watch on a linear network...way too much stuff to show on a handful on channels. ESPN3 will probably go on as an online platform for viewers who would rather consume that way as opposed to watching a regular TV.
02-20-2018 11:20 PM
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JRsec Offline
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RE: The RSNs, Skipper's replacement, and how ESPN plans to pivot
(02-20-2018 11:20 PM)AllTideUp Wrote:  If they want local products then they'll essentially need a slice of every major league and a healthy portion of pro sports rights wouldn't hurt.

His comments on the smaller leagues also having a place is interesting as well. That tends to make me think they want to have as much at their disposal as possible which means the G5 and FCS leagues could all coalesce to form a backbone of the new streaming entity. That essentially plays right into having a wide selection of RSNs because you can fill those while reserving a large number of games for ESPN Plus which sounds like it will essentially function as a one stop shop for 'out of market packages.'

For the major leagues, however, they won't want to remove content from the conference networks and ESPN won't want to remove what's available for the other linear networks. In time, it will all be in one location anyway, but for now they need to protect their linear investments.

I think ESPN Plus will essentially be a way to monetize what's currently on ESPN3 that you can't watch on a linear network...way too much stuff to show on a handful on channels. ESPN3 will probably go on as an online platform for viewers who would rather consume that way as opposed to watching a regular TV.

Well you keep the top conferences filling out national slots and use the G5 to boost that local demand.

Correct me if I'm wrong but I don't think the bought many West Coast RSN's or have they just not received the publicity?

And I wonder why they don't just put some of the ESPN+ package on a per game streaming charge as well. They could charge more and still sell the bundle of ESPN+ content.
02-20-2018 11:33 PM
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AllTideUp Offline
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RE: The RSNs, Skipper's replacement, and how ESPN plans to pivot
(02-20-2018 10:37 PM)JRsec Wrote:  They have a huge investment in the SECN. They are making another investment in the ACCN. The LHN is losing money. They have a lot of RSN space to fill. Buying more rights has to be in the plan. I think they go after a slightly better % of the B1G T1 and T2 as well. The BTN won't be available for awhile.

They don't need a lot of West Coast games. The 1/2 lease they have now should be ample.

I just can't see them bypassing Oklahoma and Texas for the their two biggest investments. Texas will probably get to choose between the SEC and ACC. If Texas Tech heads our way with the two Oklahoma's I can see Texas headed to the ACC with Baylor and T.C.U. in tow. Toss in Kansas State for a crossover and put Kansas in the SEC to pair up with Missouri and let N.D. go all in with the ACC and they stand at 20. Then we get there with Iowa State and West Virginia.

We won't have to worry about valuations if ESPN makes it worth our while.

The next realignment will even be more about taking who we are paid to take I think.

And if it looks like the Amazons of the world will get involved then I think ESPN moves early.

I think if their focus is on tapping local fan bases then an accessory to that plan could be creating as many quality matches on a per region basis as they can.

What I mean by that is perhaps they try to group regions together in order to increase the likelihood that fans will care about who their team is playing and vice versa. We've talked about that a little around here, but the impetus here being that the OTT option is going to become paramount one day and so perhaps they start thinking in terms of quality content now rather than mixing and matching markets as they have done in the past.

Being that we're already in the Midwest and probably moving into that region to a greater degree anyway, how about this...

SEC adds Oklahoma, Oklahoma State, Kansas, Kansas State, Iowa State, and Houston

ACC adds Texas, Texas Tech, TCU, Baylor, West Virginia, with Notre Dame going all in.

The SEC annexes the Midwestern region while shoring up their Gulf Coast presence in Houston.

Most of the Texas schools go to the ACC while they shore up their presence in the Mid-Atlantic/Appalachia region.
02-20-2018 11:40 PM
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RE: The RSNs, Skipper's replacement, and how ESPN plans to pivot
(02-20-2018 11:33 PM)JRsec Wrote:  
(02-20-2018 11:20 PM)AllTideUp Wrote:  If they want local products then they'll essentially need a slice of every major league and a healthy portion of pro sports rights wouldn't hurt.

His comments on the smaller leagues also having a place is interesting as well. That tends to make me think they want to have as much at their disposal as possible which means the G5 and FCS leagues could all coalesce to form a backbone of the new streaming entity. That essentially plays right into having a wide selection of RSNs because you can fill those while reserving a large number of games for ESPN Plus which sounds like it will essentially function as a one stop shop for 'out of market packages.'

For the major leagues, however, they won't want to remove content from the conference networks and ESPN won't want to remove what's available for the other linear networks. In time, it will all be in one location anyway, but for now they need to protect their linear investments.

I think ESPN Plus will essentially be a way to monetize what's currently on ESPN3 that you can't watch on a linear network...way too much stuff to show on a handful on channels. ESPN3 will probably go on as an online platform for viewers who would rather consume that way as opposed to watching a regular TV.

Well you keep the top conferences filling out national slots and use the G5 to boost that local demand.

Correct me if I'm wrong but I don't think the bought many West Coast RSN's or have they just not received the publicity?

And I wonder why they don't just put some of the ESPN+ package on a per game streaming charge as well. They could charge more and still sell the bundle of ESPN+ content.

Not much in the West...

Fox Sports Regional Networks

They've got one based in Arizona...one in San Diego...one in Southern CA, NV, and HI...

So no, not much although I wonder if they try to expand their reach.
02-20-2018 11:44 PM
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RE: The RSNs, Skipper's replacement, and how ESPN plans to pivot
(02-20-2018 11:44 PM)AllTideUp Wrote:  
(02-20-2018 11:33 PM)JRsec Wrote:  
(02-20-2018 11:20 PM)AllTideUp Wrote:  If they want local products then they'll essentially need a slice of every major league and a healthy portion of pro sports rights wouldn't hurt.

His comments on the smaller leagues also having a place is interesting as well. That tends to make me think they want to have as much at their disposal as possible which means the G5 and FCS leagues could all coalesce to form a backbone of the new streaming entity. That essentially plays right into having a wide selection of RSNs because you can fill those while reserving a large number of games for ESPN Plus which sounds like it will essentially function as a one stop shop for 'out of market packages.'

For the major leagues, however, they won't want to remove content from the conference networks and ESPN won't want to remove what's available for the other linear networks. In time, it will all be in one location anyway, but for now they need to protect their linear investments.

I think ESPN Plus will essentially be a way to monetize what's currently on ESPN3 that you can't watch on a linear network...way too much stuff to show on a handful on channels. ESPN3 will probably go on as an online platform for viewers who would rather consume that way as opposed to watching a regular TV.

Well you keep the top conferences filling out national slots and use the G5 to boost that local demand.

Correct me if I'm wrong but I don't think the bought many West Coast RSN's or have they just not received the publicity?

And I wonder why they don't just put some of the ESPN+ package on a per game streaming charge as well. They could charge more and still sell the bundle of ESPN+ content.

Not much in the West...

Fox Sports Regional Networks

They've got one based in Arizona...one in San Diego...one in Southern CA, NV, and HI...

So no, not much although I wonder if they try to expand their reach.

Well don't they own rights to the some of those Western G5's? Plus they own B.Y.U.'s rights. And C.S. Fullerton and Cal Irvine have great baseball and some of the West Coast G5 basketball product is pretty strong.
(This post was last modified: 02-20-2018 11:50 PM by JRsec.)
02-20-2018 11:48 PM
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RE: The RSNs, Skipper's replacement, and how ESPN plans to pivot
(02-20-2018 10:37 PM)JRsec Wrote:  
(02-20-2018 10:27 PM)AllTideUp Wrote:  A lot of good nuggets in this conversation, I thought.

Awful Announcing reports on Kevin Mayer interview

Quote:At that point, Kafka says “One of the narratives of the last couple years has been about ESPN, the problems ESPN has, and the problems that has caused for Disney. There’s been all this discussion about spending all this money on sports rights while viewership and subscriptions are declining. You guys are making a really big bet in part on regional sports networks, basically taking on many more expensive sports rights. Can you explain the logic there?”

Mayer responds “We think that sports is a great business. Yes, there are some elements, you pointed out we have fixed sports rights against variable revenue, but rates are pretty solid and increasing. There are, there has been a slow decline in subscribers. That’s been mitigated a little bit as of late, I don’t want to take too much good news from that, but it has seemed to mitigate the loss of subscribers. And there’s no stronger emotional bond than sports, between the local audience and the local sports team, and I think that survives. And if we do make this broader transition to a direct-to-consumer model, that is a fantastic local way into consumers’ houses and into a relationship with consumers, through their local team.”

Kafka then asks about people who don’t want local sports included in cable packages and how that will work in a direct-to-consumer model, and Mayer says he believes there will be lots of people who do want that.

“We think the fandom there is pretty rabid in terms of local teams and local sports,” he says. “Where there’s rabid fandom and where there’s a high affinity, there’s money to be made. We think fundamentally that will be very good business.”



Quote:The other real comment of significance to sports fans here comes when Kafka asks about the timeline of announcing John Skipper’s replacement as ESPN president. Mayer says that’s a question for Iger, but he expects the decision to be made relatively soon.

“That’s a question for Bob, I know he’s working on it and I don’t think it will be too far in the future. We have put George Bodenheimer, who was very nice to come back out of his retirement, in for several months, so I think it will be in that timeframe.”

Kafka then asks “Do you want that job?” and Mayer says “Running ESPN is great, but I’m going to do what Bob asks me to do, happily, and that’s the job I’ll have.”

So that’s certainly not ruling out the idea, and many (including plugged-in ESPN reporter Jim Miller) have suggested that Skipper’s replacement could come from the Disney side and that Mayer might be a logical candidate. We’ll see if that happens. But this overall conversation is definitely notable for what it says about Disney’s streaming strategy and how ESPN factors into that, both now and in potentially a much bigger way in the future.

They have a huge investment in the SECN. They are making another investment in the ACCN. The LHN is losing money. They have a lot of RSN space to fill. Buying more rights has to be in the plan. I think they go after a slightly better % of the B1G T1 and T2 as well. The BTN won't be available for awhile.

They don't need a lot of West Coast games. The 1/2 lease they have now should be ample.

I just can't see them bypassing Oklahoma and Texas for the their two biggest investments. Texas will probably get to choose between the SEC and ACC. If Texas Tech heads our way with the two Oklahoma's I can see Texas headed to the ACC with Baylor and T.C.U. in tow. Toss in Kansas State for a crossover and put Kansas in the SEC to pair up with Missouri and let N.D. go all in with the ACC and they stand at 20. Then we get there with Iowa State and West Virginia.

We won't have to worry about valuations if ESPN makes it worth our while.

The next realignment will even be more about taking who we are paid to take I think.

And if it looks like the Amazons of the world will get involved then I think ESPN moves early.

ACC (14) plus Texas, TCU, & Baylor (3), plus Kansas State (1), and Notre Dame (1) adds up to 20?
02-21-2018 06:09 AM
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AllTideUp Offline
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RE: The RSNs, Skipper's replacement, and how ESPN plans to pivot
(02-20-2018 11:48 PM)JRsec Wrote:  
(02-20-2018 11:44 PM)AllTideUp Wrote:  
(02-20-2018 11:33 PM)JRsec Wrote:  
(02-20-2018 11:20 PM)AllTideUp Wrote:  If they want local products then they'll essentially need a slice of every major league and a healthy portion of pro sports rights wouldn't hurt.

His comments on the smaller leagues also having a place is interesting as well. That tends to make me think they want to have as much at their disposal as possible which means the G5 and FCS leagues could all coalesce to form a backbone of the new streaming entity. That essentially plays right into having a wide selection of RSNs because you can fill those while reserving a large number of games for ESPN Plus which sounds like it will essentially function as a one stop shop for 'out of market packages.'

For the major leagues, however, they won't want to remove content from the conference networks and ESPN won't want to remove what's available for the other linear networks. In time, it will all be in one location anyway, but for now they need to protect their linear investments.

I think ESPN Plus will essentially be a way to monetize what's currently on ESPN3 that you can't watch on a linear network...way too much stuff to show on a handful on channels. ESPN3 will probably go on as an online platform for viewers who would rather consume that way as opposed to watching a regular TV.

Well you keep the top conferences filling out national slots and use the G5 to boost that local demand.

Correct me if I'm wrong but I don't think the bought many West Coast RSN's or have they just not received the publicity?

And I wonder why they don't just put some of the ESPN+ package on a per game streaming charge as well. They could charge more and still sell the bundle of ESPN+ content.

Not much in the West...

Fox Sports Regional Networks

They've got one based in Arizona...one in San Diego...one in Southern CA, NV, and HI...

So no, not much although I wonder if they try to expand their reach.

Well don't they own rights to the some of those Western G5's? Plus they own B.Y.U.'s rights. And C.S. Fullerton and Cal Irvine have great baseball and some of the West Coast G5 basketball product is pretty strong.

True.

They don't own as much of the Mountain West as they used to, but I think the contract on that is coming up soon.
02-21-2018 07:21 AM
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RE: The RSNs, Skipper's replacement, and how ESPN plans to pivot
(02-20-2018 11:40 PM)AllTideUp Wrote:  
(02-20-2018 10:37 PM)JRsec Wrote:  They have a huge investment in the SECN. They are making another investment in the ACCN. The LHN is losing money. They have a lot of RSN space to fill. Buying more rights has to be in the plan. I think they go after a slightly better % of the B1G T1 and T2 as well. The BTN won't be available for awhile.

They don't need a lot of West Coast games. The 1/2 lease they have now should be ample.

I just can't see them bypassing Oklahoma and Texas for the their two biggest investments. Texas will probably get to choose between the SEC and ACC. If Texas Tech heads our way with the two Oklahoma's I can see Texas headed to the ACC with Baylor and T.C.U. in tow. Toss in Kansas State for a crossover and put Kansas in the SEC to pair up with Missouri and let N.D. go all in with the ACC and they stand at 20. Then we get there with Iowa State and West Virginia.

We won't have to worry about valuations if ESPN makes it worth our while.

The next realignment will even be more about taking who we are paid to take I think.

And if it looks like the Amazons of the world will get involved then I think ESPN moves early.

I think if their focus is on tapping local fan bases then an accessory to that plan could be creating as many quality matches on a per region basis as they can.

What I mean by that is perhaps they try to group regions together in order to increase the likelihood that fans will care about who their team is playing and vice versa. We've talked about that a little around here, but the impetus here being that the OTT option is going to become paramount one day and so perhaps they start thinking in terms of quality content now rather than mixing and matching markets as they have done in the past.

Being that we're already in the Midwest and probably moving into that region to a greater degree anyway, how about this...

SEC adds Oklahoma, Oklahoma State, Kansas, Kansas State, Iowa State, and Houston

ACC adds Texas, Texas Tech, TCU, Baylor, West Virginia, with Notre Dame going all in.

The SEC annexes the Midwestern region while shoring up their Gulf Coast presence in Houston.

Most of the Texas schools go to the ACC while they shore up their presence in the Mid-Atlantic/Appalachia region.

Houston adds nothing that Texas A&M doesn’t already deliver in spades in the Houston market.

That list of schools is terrible—too much dead weight.

Try this.
1. Secure Oklahoma by offering them and Oklahoma State.
2. Let Big 12 decide its future.
3. If Texas wants to join SEC—bring them in if conditions are right.
4. If Big 12 breaks down—be selective by adding only valuable pieces, if any.

Possible additions could be
1. OU/OSU
2. OU/OSU/Tex/Tech
3. OU/OSU/KU/WVU
02-21-2018 12:00 PM
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RE: The RSNs, Skipper's replacement, and how ESPN plans to pivot
(02-21-2018 06:09 AM)XLance Wrote:  
(02-20-2018 10:37 PM)JRsec Wrote:  
(02-20-2018 10:27 PM)AllTideUp Wrote:  A lot of good nuggets in this conversation, I thought.

Awful Announcing reports on Kevin Mayer interview

Quote:At that point, Kafka says “One of the narratives of the last couple years has been about ESPN, the problems ESPN has, and the problems that has caused for Disney. There’s been all this discussion about spending all this money on sports rights while viewership and subscriptions are declining. You guys are making a really big bet in part on regional sports networks, basically taking on many more expensive sports rights. Can you explain the logic there?”

Mayer responds “We think that sports is a great business. Yes, there are some elements, you pointed out we have fixed sports rights against variable revenue, but rates are pretty solid and increasing. There are, there has been a slow decline in subscribers. That’s been mitigated a little bit as of late, I don’t want to take too much good news from that, but it has seemed to mitigate the loss of subscribers. And there’s no stronger emotional bond than sports, between the local audience and the local sports team, and I think that survives. And if we do make this broader transition to a direct-to-consumer model, that is a fantastic local way into consumers’ houses and into a relationship with consumers, through their local team.”

Kafka then asks about people who don’t want local sports included in cable packages and how that will work in a direct-to-consumer model, and Mayer says he believes there will be lots of people who do want that.

“We think the fandom there is pretty rabid in terms of local teams and local sports,” he says. “Where there’s rabid fandom and where there’s a high affinity, there’s money to be made. We think fundamentally that will be very good business.”



Quote:The other real comment of significance to sports fans here comes when Kafka asks about the timeline of announcing John Skipper’s replacement as ESPN president. Mayer says that’s a question for Iger, but he expects the decision to be made relatively soon.

“That’s a question for Bob, I know he’s working on it and I don’t think it will be too far in the future. We have put George Bodenheimer, who was very nice to come back out of his retirement, in for several months, so I think it will be in that timeframe.”

Kafka then asks “Do you want that job?” and Mayer says “Running ESPN is great, but I’m going to do what Bob asks me to do, happily, and that’s the job I’ll have.”

So that’s certainly not ruling out the idea, and many (including plugged-in ESPN reporter Jim Miller) have suggested that Skipper’s replacement could come from the Disney side and that Mayer might be a logical candidate. We’ll see if that happens. But this overall conversation is definitely notable for what it says about Disney’s streaming strategy and how ESPN factors into that, both now and in potentially a much bigger way in the future.

They have a huge investment in the SECN. They are making another investment in the ACCN. The LHN is losing money. They have a lot of RSN space to fill. Buying more rights has to be in the plan. I think they go after a slightly better % of the B1G T1 and T2 as well. The BTN won't be available for awhile.

They don't need a lot of West Coast games. The 1/2 lease they have now should be ample.

I just can't see them bypassing Oklahoma and Texas for the their two biggest investments. Texas will probably get to choose between the SEC and ACC. If Texas Tech heads our way with the two Oklahoma's I can see Texas headed to the ACC with Baylor and T.C.U. in tow. Toss in Kansas State for a crossover and put Kansas in the SEC to pair up with Missouri and let N.D. go all in with the ACC and they stand at 20. Then we get there with Iowa State and West Virginia.

We won't have to worry about valuations if ESPN makes it worth our while.

The next realignment will even be more about taking who we are paid to take I think.

And if it looks like the Amazons of the world will get involved then I think ESPN moves early.

ACC (14) plus Texas, TCU, & Baylor (3), plus Kansas State (1), and Notre Dame (1) adds up to 20?

I left out Houston.
02-21-2018 12:02 PM
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JRsec Offline
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RE: The RSNs, Skipper's replacement, and how ESPN plans to pivot
(02-21-2018 12:00 PM)murrdcu Wrote:  
(02-20-2018 11:40 PM)AllTideUp Wrote:  
(02-20-2018 10:37 PM)JRsec Wrote:  They have a huge investment in the SECN. They are making another investment in the ACCN. The LHN is losing money. They have a lot of RSN space to fill. Buying more rights has to be in the plan. I think they go after a slightly better % of the B1G T1 and T2 as well. The BTN won't be available for awhile.

They don't need a lot of West Coast games. The 1/2 lease they have now should be ample.

I just can't see them bypassing Oklahoma and Texas for the their two biggest investments. Texas will probably get to choose between the SEC and ACC. If Texas Tech heads our way with the two Oklahoma's I can see Texas headed to the ACC with Baylor and T.C.U. in tow. Toss in Kansas State for a crossover and put Kansas in the SEC to pair up with Missouri and let N.D. go all in with the ACC and they stand at 20. Then we get there with Iowa State and West Virginia.

We won't have to worry about valuations if ESPN makes it worth our while.

The next realignment will even be more about taking who we are paid to take I think.

And if it looks like the Amazons of the world will get involved then I think ESPN moves early.

I think if their focus is on tapping local fan bases then an accessory to that plan could be creating as many quality matches on a per region basis as they can.

What I mean by that is perhaps they try to group regions together in order to increase the likelihood that fans will care about who their team is playing and vice versa. We've talked about that a little around here, but the impetus here being that the OTT option is going to become paramount one day and so perhaps they start thinking in terms of quality content now rather than mixing and matching markets as they have done in the past.

Being that we're already in the Midwest and probably moving into that region to a greater degree anyway, how about this...

SEC adds Oklahoma, Oklahoma State, Kansas, Kansas State, Iowa State, and Houston

ACC adds Texas, Texas Tech, TCU, Baylor, West Virginia, with Notre Dame going all in.

The SEC annexes the Midwestern region while shoring up their Gulf Coast presence in Houston.

Most of the Texas schools go to the ACC while they shore up their presence in the Mid-Atlantic/Appalachia region.

Houston adds nothing that Texas A&M doesn’t already deliver in spades in the Houston market.

That list of schools is terrible—too much dead weight.

Try this.
1. Secure Oklahoma by offering them and Oklahoma State.
2. Let Big 12 decide its future.
3. If Texas wants to join SEC—bring them in if conditions are right.
4. If Big 12 breaks down—be selective by adding only valuable pieces, if any.

Possible additions could be
1. OU/OSU
2. OU/OSU/Tex/Tech
3. OU/OSU/KU/WVU

You missed the premise in there. The only reason for taking all 10 schools between the ACC and SEC was so ESPN could lock up that property before other parties like Amazon could enter the picture. So if Notre Dame and 5 others are added to the ACC, and 6 are added to the SEC then ESPN controls all of that product with 2 large market footprints for the the conference networks.

I had already covered the lack of value by simply stating that ESPN would have to make it worthwhile to the conferences involved.

There are many who think that Amazon will drive up the rights money anyway. If that is so then ESPN will have to fight for every contract they seek. If they moved now, or soon, they could lock up the key product in the key regions and renegotiate the existing contracts while extending their contract periods. That way the could scoop the product before Amazon could bid.
02-21-2018 12:13 PM
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Win5002 Offline
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Post: #13
RE: The RSNs, Skipper's replacement, and how ESPN plans to pivot
(02-21-2018 12:13 PM)JRsec Wrote:  
(02-21-2018 12:00 PM)murrdcu Wrote:  
(02-20-2018 11:40 PM)AllTideUp Wrote:  
(02-20-2018 10:37 PM)JRsec Wrote:  They have a huge investment in the SECN. They are making another investment in the ACCN. The LHN is losing money. They have a lot of RSN space to fill. Buying more rights has to be in the plan. I think they go after a slightly better % of the B1G T1 and T2 as well. The BTN won't be available for awhile.

They don't need a lot of West Coast games. The 1/2 lease they have now should be ample.

I just can't see them bypassing Oklahoma and Texas for the their two biggest investments. Texas will probably get to choose between the SEC and ACC. If Texas Tech heads our way with the two Oklahoma's I can see Texas headed to the ACC with Baylor and T.C.U. in tow. Toss in Kansas State for a crossover and put Kansas in the SEC to pair up with Missouri and let N.D. go all in with the ACC and they stand at 20. Then we get there with Iowa State and West Virginia.

We won't have to worry about valuations if ESPN makes it worth our while.

The next realignment will even be more about taking who we are paid to take I think.

And if it looks like the Amazons of the world will get involved then I think ESPN moves early.

I think if their focus is on tapping local fan bases then an accessory to that plan could be creating as many quality matches on a per region basis as they can.

What I mean by that is perhaps they try to group regions together in order to increase the likelihood that fans will care about who their team is playing and vice versa. We've talked about that a little around here, but the impetus here being that the OTT option is going to become paramount one day and so perhaps they start thinking in terms of quality content now rather than mixing and matching markets as they have done in the past.

Being that we're already in the Midwest and probably moving into that region to a greater degree anyway, how about this...

SEC adds Oklahoma, Oklahoma State, Kansas, Kansas State, Iowa State, and Houston

ACC adds Texas, Texas Tech, TCU, Baylor, West Virginia, with Notre Dame going all in.

The SEC annexes the Midwestern region while shoring up their Gulf Coast presence in Houston.

Most of the Texas schools go to the ACC while they shore up their presence in the Mid-Atlantic/Appalachia region.

Houston adds nothing that Texas A&M doesn’t already deliver in spades in the Houston market.

That list of schools is terrible—too much dead weight.

Try this.
1. Secure Oklahoma by offering them and Oklahoma State.
2. Let Big 12 decide its future.
3. If Texas wants to join SEC—bring them in if conditions are right.
4. If Big 12 breaks down—be selective by adding only valuable pieces, if any.

Possible additions could be
1. OU/OSU
2. OU/OSU/Tex/Tech
3. OU/OSU/KU/WVU

You missed the premise in there. The only reason for taking all 10 schools between the ACC and SEC was so ESPN could lock up that property before other parties like Amazon could enter the picture. So if Notre Dame and 5 others are added to the ACC, and 6 are added to the SEC then ESPN controls all of that product with 2 large market footprints for the the conference networks.

I had already covered the lack of value by simply stating that ESPN would have to make it worthwhile to the conferences involved.

There are many who think that Amazon will drive up the rights money anyway. If that is so then ESPN will have to fight for every contract they seek. If they moved now, or soon, they could lock up the key product in the key regions and renegotiate the existing contracts while extending their contract periods. That way the could scoop the product before Amazon could bid.

With your #3 option above of OU/OSU/KS/WVU, I would think Iowa State would have a chance. They fit in geographically with that group and Missouri and not too far from Arkansas, similar attendance to WVU and are AAU. I would think the AAU could mean the difference to the university presidents.
02-25-2018 04:56 PM
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ren.hoek Offline
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Post: #14
RE: The RSNs, Skipper's replacement, and how ESPN plans to pivot
Although it makes for great message board fodder, I think the assumption that Skipper alone championed the ACCN to benefit his alma mater's conference is erroneous. It seems more plausible that a broad consensus of senior leadership at ESPN saw a significant potential profit in creating the ACCN.
02-26-2018 03:00 PM
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JRsec Offline
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RE: The RSNs, Skipper's replacement, and how ESPN plans to pivot
(02-26-2018 03:00 PM)ren.hoek Wrote:  Although it makes for great message board fodder, I think the assumption that Skipper alone championed the ACCN to benefit his alma mater's conference is erroneous. It seems more plausible that a broad consensus of senior leadership at ESPN saw a significant potential profit in creating the ACCN.

Not really. ESPN talked about an ACCN as early as 2010-1 when the big deal of potential movement was being worked. They backed off of it when the brands they hoped to peg to the ACCN fell through. Then they gave you a guaranteed bump of 2 million per year per school to keep from having to provide one. What it tells me is that they are relatively confident that N.D. will go all in at some point, or they relatively confident of landing another big brand which will help monetize it.

There is little to suggest that Skipper was anything other than protective of the ACC. Otherwise you wouldn't have made it out of 2010-2 alive. It will be interesting to see the new leaderships relationship with the SEC and ACC and whether they try to warm up to the Big 10 again.

But if I'm the new guy running ESPN I want to do what it takes to land Texas in the ACC. If I'm committed to the ACCN I'm doubling my efforts to add 33 million potential subscribers from a football crazy state to flush out my investment. But if they cozy up to the Big 10 I'd say all bets are off on Texas to the ACC. So it will bear watching.
02-26-2018 03:13 PM
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ren.hoek Offline
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RE: The RSNs, Skipper's replacement, and how ESPN plans to pivot
"There is little to suggest that Skipper was anything other than protective of the ACC. Otherwise you wouldn't have made it out of 2010-2 alive. It will be interesting to see the new leaderships relationship with the SEC and ACC and whether they try to warm up to the Big 10 again."


Again, you assume that Skipper was the ACC's Lone Ranger. I just don't buy that for a second. There were undoubtedly a host of executives and subject matter experts at ESPN that Skipper had to convince before making such an enormous investment. Those decisions are not entered into without a painfully meticulous amount of forethought and planning. They saw an opportunity for a profit, simple as that. ND was a key piece of the puzzle to be sure, but they're now in the position that they really don't even need ND all in to make the ACCN viable. The other events that have since transpired are a dramatically improved ACC football product. I'll be the first to admit that the 90s and early 2000s were dreadful. I won't argue that they are the best football conference, but I have observed a marked improvement. I do concur that they will try to land Texas in the ACC with a friend (assuming ND won't submit). OU and T. Boone Pickens to the SEC.
(This post was last modified: 02-26-2018 03:48 PM by ren.hoek.)
02-26-2018 03:44 PM
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Post: #17
RE: The RSNs, Skipper's replacement, and how ESPN plans to pivot
(02-26-2018 03:44 PM)ren.hoek Wrote:  "There is little to suggest that Skipper was anything other than protective of the ACC. Otherwise you wouldn't have made it out of 2010-2 alive. It will be interesting to see the new leaderships relationship with the SEC and ACC and whether they try to warm up to the Big 10 again."


Again, you assume that Skipper was the ACC's Lone Ranger. I just don't buy that for a second. There were undoubtedly a host of executives and subject matter experts at ESPN that Skipper had to convince before making such an enormous investment. Those decisions are not entered into without a painfully meticulous amount of forethought and planning. They saw an opportunity for a profit, simple as that. ND was a key piece of the puzzle to be sure, but they're now in the position that they really don't even need ND all in to make the ACCN viable. The other events that have since transpired are a dramatically improved ACC football product. I'll be the first to admit that the 90s and early 2000s were dreadful. I won't argue that they are the best football conference, but I have observed a marked improvement. I do concur that they will try to land Texas in the ACC with a friend (assuming ND won't submit). OU and T. Boone Pickens to the SEC.

The issues in 2010-2 happened so explosively I would think that the reaction had to come from the top, or a small cadre at the top. There simply wasn't ample time to study the failed deal, the defection of Maryland, and react with deliberate reason.

The rush to GOR's was somewhat of a late response, but a response nonetheless. The announcement of Clemson and F.S.U. to the SEC that made the ESPN crawler, a move that was retracted in about 3 days, was more evidence of reaction rather than proactive planning at the time.

ESPN was scrambling to hold onto Texas, rushed to give Kansas a T3 deal at roughly the same time FOX was doing the same with Oklahoma, and then with Maryland bolting and conversations being held at other schools it was anything but a board room decision to react the way Skipper did. I think he deserves a lot of the credit for calming things down and binding the ACC's wounds before anxiety led to more defections.

As to Texas, if ESPN wants to encourage Texas to make this move it might well involve enough schools to give them a home division. This would placate Texas's desires for games within their home state, and also help ESPN to make these moves prior to the involvement of the Tech companies when bids come up in 2023-5.

It takes 8 to dissolve the Big 12, but trying to place all 10 would likely be the safer way to make things happen.

If we get to 2023 and the Big 12 doesn't renew their GOR there will be a bidding war for UT and OU. If the Tech companies get involved things get riskier for ESPN. The could lose all of the Big 10, and the Big 12 by waiting. So, I think they will move early and try to renegotiate their existing contracts and extend them in the process.

That means they could easily absorb 7 schools within the confines of the SEC and ACC with a move to 18 each, or absorb all of them with a move to 20 each. It is also possible that they would assist some to the Big 10 in order to extend their contract there. Anyway if they made such a move they could lock down the product until the 2040's, and acquire it without risking the loss of that product to new players in the sports rights business.

Depending upon whose rights they hold and whose they might let go it could be done for as little as an additional 223 million or as much as 700 million. I think they will at least make an attempt to do this.

If the Big 10 is involved the issue of Texas could be up in the air. If they do it without the Big 10 the SEC would certainly be content to have Oklahoma and possibly a second Texas state school.

So we'll see. But with the launch of the ACCN in 2019 having Texas would definitely help land the carriage they are looking for.
(This post was last modified: 02-26-2018 04:13 PM by JRsec.)
02-26-2018 04:09 PM
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XLance Offline
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Post: #18
RE: The RSNs, Skipper's replacement, and how ESPN plans to pivot
(02-21-2018 12:13 PM)JRsec Wrote:  
(02-21-2018 12:00 PM)murrdcu Wrote:  
(02-20-2018 11:40 PM)AllTideUp Wrote:  
(02-20-2018 10:37 PM)JRsec Wrote:  They have a huge investment in the SECN. They are making another investment in the ACCN. The LHN is losing money. They have a lot of RSN space to fill. Buying more rights has to be in the plan. I think they go after a slightly better % of the B1G T1 and T2 as well. The BTN won't be available for awhile.

They don't need a lot of West Coast games. The 1/2 lease they have now should be ample.

I just can't see them bypassing Oklahoma and Texas for the their two biggest investments. Texas will probably get to choose between the SEC and ACC. If Texas Tech heads our way with the two Oklahoma's I can see Texas headed to the ACC with Baylor and T.C.U. in tow. Toss in Kansas State for a crossover and put Kansas in the SEC to pair up with Missouri and let N.D. go all in with the ACC and they stand at 20. Then we get there with Iowa State and West Virginia.

We won't have to worry about valuations if ESPN makes it worth our while.

The next realignment will even be more about taking who we are paid to take I think.

And if it looks like the Amazons of the world will get involved then I think ESPN moves early.

I think if their focus is on tapping local fan bases then an accessory to that plan could be creating as many quality matches on a per region basis as they can.

What I mean by that is perhaps they try to group regions together in order to increase the likelihood that fans will care about who their team is playing and vice versa. We've talked about that a little around here, but the impetus here being that the OTT option is going to become paramount one day and so perhaps they start thinking in terms of quality content now rather than mixing and matching markets as they have done in the past.

Being that we're already in the Midwest and probably moving into that region to a greater degree anyway, how about this...

SEC adds Oklahoma, Oklahoma State, Kansas, Kansas State, Iowa State, and Houston

ACC adds Texas, Texas Tech, TCU, Baylor, West Virginia, with Notre Dame going all in.

The SEC annexes the Midwestern region while shoring up their Gulf Coast presence in Houston.

Most of the Texas schools go to the ACC while they shore up their presence in the Mid-Atlantic/Appalachia region.

Houston adds nothing that Texas A&M doesn’t already deliver in spades in the Houston market.

That list of schools is terrible—too much dead weight.

Try this.
1. Secure Oklahoma by offering them and Oklahoma State.
2. Let Big 12 decide its future.
3. If Texas wants to join SEC—bring them in if conditions are right.
4. If Big 12 breaks down—be selective by adding only valuable pieces, if any.

Possible additions could be
1. OU/OSU
2. OU/OSU/Tex/Tech
3. OU/OSU/KU/WVU

You missed the premise in there. The only reason for taking all 10 schools between the ACC and SEC was so ESPN could lock up that property before other parties like Amazon could enter the picture. So if Notre Dame and 5 others are added to the ACC, and 6 are added to the SEC then ESPN controls all of that product with 2 large market footprints for the the conference networks.

I had already covered the lack of value by simply stating that ESPN would have to make it worthwhile to the conferences involved.

There are many who think that Amazon will drive up the rights money anyway. If that is so then ESPN will have to fight for every contract they seek. If they moved now, or soon, they could lock up the key product in the key regions and renegotiate the existing contracts while extending their contract periods. That way the could scoop the product before Amazon could bid.

I see you moved Houston into your column. I don't blame you. It wouldn't be too smart of the SEC to open the Houston market to the ACC.
02-26-2018 09:26 PM
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JRsec Offline
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Post: #19
RE: The RSNs, Skipper's replacement, and how ESPN plans to pivot
(02-26-2018 09:26 PM)XLance Wrote:  
(02-21-2018 12:13 PM)JRsec Wrote:  
(02-21-2018 12:00 PM)murrdcu Wrote:  
(02-20-2018 11:40 PM)AllTideUp Wrote:  
(02-20-2018 10:37 PM)JRsec Wrote:  They have a huge investment in the SECN. They are making another investment in the ACCN. The LHN is losing money. They have a lot of RSN space to fill. Buying more rights has to be in the plan. I think they go after a slightly better % of the B1G T1 and T2 as well. The BTN won't be available for awhile.

They don't need a lot of West Coast games. The 1/2 lease they have now should be ample.

I just can't see them bypassing Oklahoma and Texas for the their two biggest investments. Texas will probably get to choose between the SEC and ACC. If Texas Tech heads our way with the two Oklahoma's I can see Texas headed to the ACC with Baylor and T.C.U. in tow. Toss in Kansas State for a crossover and put Kansas in the SEC to pair up with Missouri and let N.D. go all in with the ACC and they stand at 20. Then we get there with Iowa State and West Virginia.

We won't have to worry about valuations if ESPN makes it worth our while.

The next realignment will even be more about taking who we are paid to take I think.

And if it looks like the Amazons of the world will get involved then I think ESPN moves early.

I think if their focus is on tapping local fan bases then an accessory to that plan could be creating as many quality matches on a per region basis as they can.

What I mean by that is perhaps they try to group regions together in order to increase the likelihood that fans will care about who their team is playing and vice versa. We've talked about that a little around here, but the impetus here being that the OTT option is going to become paramount one day and so perhaps they start thinking in terms of quality content now rather than mixing and matching markets as they have done in the past.

Being that we're already in the Midwest and probably moving into that region to a greater degree anyway, how about this...

SEC adds Oklahoma, Oklahoma State, Kansas, Kansas State, Iowa State, and Houston

ACC adds Texas, Texas Tech, TCU, Baylor, West Virginia, with Notre Dame going all in.

The SEC annexes the Midwestern region while shoring up their Gulf Coast presence in Houston.

Most of the Texas schools go to the ACC while they shore up their presence in the Mid-Atlantic/Appalachia region.

Houston adds nothing that Texas A&M doesn’t already deliver in spades in the Houston market.

That list of schools is terrible—too much dead weight.

Try this.
1. Secure Oklahoma by offering them and Oklahoma State.
2. Let Big 12 decide its future.
3. If Texas wants to join SEC—bring them in if conditions are right.
4. If Big 12 breaks down—be selective by adding only valuable pieces, if any.

Possible additions could be
1. OU/OSU
2. OU/OSU/Tex/Tech
3. OU/OSU/KU/WVU

You missed the premise in there. The only reason for taking all 10 schools between the ACC and SEC was so ESPN could lock up that property before other parties like Amazon could enter the picture. So if Notre Dame and 5 others are added to the ACC, and 6 are added to the SEC then ESPN controls all of that product with 2 large market footprints for the the conference networks.

I had already covered the lack of value by simply stating that ESPN would have to make it worthwhile to the conferences involved.

There are many who think that Amazon will drive up the rights money anyway. If that is so then ESPN will have to fight for every contract they seek. If they moved now, or soon, they could lock up the key product in the key regions and renegotiate the existing contracts while extending their contract periods. That way the could scoop the product before Amazon could bid.

I see you moved Houston into your column. I don't blame you. It wouldn't be too smart of the SEC to open the Houston market to the ACC.

That was AllTideUp not me. The SEC has no need of Houston, period.
(This post was last modified: 02-26-2018 09:37 PM by JRsec.)
02-26-2018 09:30 PM
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RE: The RSNs, Skipper's replacement, and how ESPN plans to pivot
Strictly comparing Texas Tech and Houston...

If we're not taking Texas then I'm not sure what Texas Tech really offers us.

If I had to pick between the two, I'd take Houston. Are they more valuable today? No, but what about 20 and 50 years from now?

Houston is the 5th largest metro in the country with 6.7 million people. We have a good presence there already, but UH represents a potentially significant upgrade in marketshare in the long run.

Geographically, Lubbock is a long haul even from East Texas whereas Houston would offer much more reasonable travel for everyone in the Western half of the league and it wouldn't be a bad flight to cities in the Eastern division.

UH already has over 42K students whereas TTU has 37K.

They were both established in the 1920s, but UH has living alumni around 250K. Only numbers I could find on TTU was that they've awarded about 200K degrees during their existence so their living alumni can't be larger than what UH brings.

Attendance for the last 5 years:

Houston:

2017 = 32,583
2016 = 38,953
2015 = 33,980
2014 = 28,311
2013 = 24,256

Texas Tech:

2017 = 55,065
2016 = 58,250
2015 = 56,340
2014 = 58,934
2013 = 57,933

Advantage for Tech, but I think it should be noted that they are the only game in town for that whole region of TX...a sparsely populated region outside of a couple of population centers. Theoretically, Houston should be able to draw just as many if not more given the size of their home market and that's a discredit to them, but if all things are equal and either one were added to the SEC then I think UH has greater potential. Tech has probably reached their peak in fan support given their pecking order behind UT and A&M.

Revenue for the last 5 years:

Houston:

2016 = 48.8M
2015 = 50.8M
2014 = 45.4M
2013 = 39.4M
2012 = 35.5M

Texas Tech:

2016 = 79.3M
2015 = 72.7M
2014 = 69.8M
2013 = 66.2M
2012 = 62.0M

Tech has the clear advantage in revenue, but I'm not sure how much of that difference is strictly earned. The Big 12 minus UT and OU wouldn't be worth nearly as much on the open market.

TV ratings...

In 2016, these were the showings for Houston for nationally broadcast games:

Oklahoma = 5.7M
Cincinnati = 2.1M
Texas State = 252K
UConn = 1.4M
Tulsa = 454K
SMU = 473K
Louisville = 2.4M
Memphis = 3M
San Diego State(bowl game) = 3.7M

And now for Texas Tech:

Arizona State = 834K
Kansas = 513K
West Virginia = 834K
Oklahoma = 2.3M
TCU = 505K
Texas = 1M
Oklahoma State = 901K
Iowa State = 346K
Baylor = 1.7M

Considering the level of competition was in Tech's favor, they should have blown Houston out of the water in that comparison, but they really didn't.

All of this leads me to believe that Houston and Texas Tech's fan bases aren't that different in size.

Neither school is a slam dunk as far as an economic windfall goes, but if we had to pick one I'd feel better about UH.
02-26-2018 11:04 PM
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